Connect SuperSaaS and webCRM to Build Intelligent Automations

Choose a Trigger

SuperSaaS

When this happens...

Choose an Action

webCRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Runs when user creates new login

New Appointment

New Appointment

Runs when new appointment is created

Appointment Changes

Appointment Changes

Runs when appointment is created, changed, or deleted

User Is Created, Updated, or Deleted

User Is Created, Updated, or Deleted

Runs when User Is Created, Updated, or Deleted

New Form

New Form

Runs when Stand-Alone Form Is Submitted

Credit Purchase

Credit Purchase

Runs when credit purchase

Do thisActions

Action is the task that follows automatically within your SuperSaaS integrations.

Create Activity

Create Activity

Creates a new activity with a date, assignee, description, and optional links to an organisation, person, campaign, or opportunity.

List All Activities

List All Activities

Retrieves the list of all activities

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Documents

List All Documents

Retrieves the list of all documents

List All Events

List All Events

Retrieves the list of all events

List All Meetings

List All Meetings

Retrieves the list of all meetings

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Frequently Asked Questions

How do I start an integration between SuperSaaS and webCRM?

To start, connect both your SuperSaaS and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in webCRM (or vice versa).

Can we customize how data from SuperSaaS is recorded in webCRM?

Absolutely. You can customize how SuperSaaS data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SuperSaaS and webCRM?

The data sync between SuperSaaS and webCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SuperSaaS to webCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SuperSaaS and webCRM?

Yes, you can set conditional logic to control the flow of data between SuperSaaS and webCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.